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CRM Opportunity Quotation
The CRM Opportunity Quotation module enhances the sales process in Odoo by allowing the sales team to create sales quotes and quote lines directly from opportunities. This integration simplifies the workflow, enabling quick and efficient quotation creation while providing real-time stock level insights.
Features
Screenshots
Support
Service
Features
Direct Quotation Creation from Opportunities :
Sales teams can generate sales quotations and quote lines directly from CRM opportunities, eliminating duplicate data entry and speeding up the sales cycle.
Faster and More Efficient Sales Workflow :
By reducing manual steps and context switching, the module streamlines the quotation process, allowing sales reps to focus more on closing deals.
Improved Sales Accuracy and Visibility :
Centralized quotation data within opportunities improves pricing accuracy, product selection, and overall visibility into the sales pipeline.
Screenshot
1.) New Quotation Button in Opportunity Form :
A new button added to the opportunity form view, allowing users to create a quotation quickly.
2.) Created Quotation from Opportunity :
Click on the New Quotation smart button in the opportunity form to generate a sales quote from the selected opportunity.
3.) Opportunity Form View :
After creating the quotation, navigate back to the opportunity form to see the linked reference sale order and sale order lines displayed in the product lines section.
User Guide
